# ![@converse_tech_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2835856974.png) @converse_tech_ converse ✧

converse ✧ posts on X about $meta, meta, $amzn, $avgo the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2835856974/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2835856974/c:line/m:interactions.svg)

- [--] Week [------] -99%
- [--] Month [---------] +50,181%
- [--] Months [---------] +10,734%
- [--] Year [---------] +589%

### Mentions: [--] [#](/creator/twitter::2835856974/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2835856974/c:line/m:posts_active.svg)

- [--] Week [--] -24%
- [--] Month [---] +95%
- [--] Months [---] +147%
- [--] Year [---] -78%

### Followers: [---] [#](/creator/twitter::2835856974/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2835856974/c:line/m:followers.svg)

- [--] Week [---] -0.52%
- [--] Month [---] +1.20%
- [--] Months [---] +2.10%
- [--] Year [---] +10%

### CreatorRank: [---------] [#](/creator/twitter::2835856974/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2835856974/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  52.03% [technology brands](/list/technology-brands)  47.97% [finance](/list/finance)  9.76% [cryptocurrencies](/list/cryptocurrencies)  8.94% [countries](/list/countries)  1.63% [social networks](/list/social-networks)  1.63% [financial services](/list/financial-services)  0.81%

**Social topic influence**
[$meta](/topic/$meta) 18.7%, [meta](/topic/meta) 18.7%, [$amzn](/topic/$amzn) #357, [$avgo](/topic/$avgo) 13.82%, [$googl](/topic/$googl) 11.38%, [$nvda](/topic/$nvda) 8.94%, [$aapl](/topic/$aapl) 7.32%, [$lite](/topic/$lite) #39, [ai](/topic/ai) 5.69%, [$qqq](/topic/$qqq) 4.07%

**Top accounts mentioned or mentioned by**
[@svtechie](/creator/undefined) [@cursorai](/creator/undefined) [@sv_techie](/creator/undefined) [@bagoftwizzlers](/creator/undefined) [@merovingian_man](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@moltbook](/creator/undefined) [@merovingianman](/creator/undefined) [@kalshi](/creator/undefined) [@womenoptionswin](/creator/undefined) [@banana3stocks](/creator/undefined) [@rihardjarc](/creator/undefined) [@githii](/creator/undefined) [@kirawontmiss](/creator/undefined) [@jbulltard1](/creator/undefined) [@eliantcapital](/creator/undefined) [@gayrabbi](/creator/undefined) [@mightymogomra](/creator/undefined) [@investornick](/creator/undefined) [@ecommerceshares](/creator/undefined)

**Top assets mentioned**
[Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Microsoft Corp. (MSFT)](/topic/$msft) [Spacemesh (SMH)](/topic/$smh) [Corning Incorporated (GLW)](/topic/$glw) [Teradyne, Inc. (TER)](/topic/$ter) [Four (FORM)](/topic/$form) [Micron Technology, Inc. (MU)](/topic/$mu) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Sandisk Corporation (SNDK)](/topic/$sndk) [Camtek Ltd (CAMT)](/topic/$camt) [Bloom Energy Corporation (BE)](/topic/$be) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Advanced Micro Devices (AMD)](/topic/$amd) [SPDR GOLD ETF (GLD)](/topic/$gld) [Fabrinet (FN)](/topic/$fn) [MACOM Technology Solutions Holdings, Inc (MTSI)](/topic/$mtsi) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [KLA Corp (KLAC)](/topic/$klac) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Centrus Energy Corp. (LEU)](/topic/$leu) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Salesforce Inc (CRM)](/topic/$crm) [Coldstack (CLS)](/topic/$cls) [Netflix Inc (NFLX)](/topic/$nflx) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Vistra, Corp. (VST)](/topic/$vst) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [Coherent Inc (COHR)](/topic/$cohr) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [CatCoin (CAT)](/topic/$cat) [Home Depot, Inc. (HD)](/topic/$hd) [Amgen, Inc. (AMGN)](/topic/$amgn) [Toll Brothers, Inc. (TOL)](/topic/$tol) [Sherwin-Williams Co (SHW)](/topic/$shw)
### Top Social Posts
Top posts by engagements in the last [--] hours

"For Claude vs Codex debate. Get wrecked OpenAI"  
[X Link](https://x.com/converse_tech_/status/2020020173688959112)  2026-02-07T06:21Z [---] followers, [---] engagements


"@sv_techie @cursor_ai Tried CC"  
[X Link](https://x.com/converse_tech_/status/2022452258257145939)  2026-02-13T23:26Z [---] followers, [--] engagements


"$SMH 50D + SR flip here"  
[X Link](https://x.com/anyuser/status/2019109328100393252)  2026-02-04T18:02Z [---] followers, [---] engagements


"$SMH and we bounce"  
[X Link](https://x.com/anyuser/status/2019137443434492238)  2026-02-04T19:54Z [---] followers, [---] engagements


"$LITE is the RS leader now. honorary mentions: $TER $GLW All of these had strong earnings too"  
[X Link](https://x.com/anyuser/status/2019438315481776255)  2026-02-05T15:49Z [---] followers, [---] engagements


"$VIAV $AXTI $FORM next in line"  
[X Link](https://x.com/anyuser/status/2019438745725071505)  2026-02-05T15:51Z [---] followers, [---] engagements


"$QQQ levels to watch. Fail one you hit the next. Reclaim and youre good. So far these have been working well"  
[X Link](https://x.com/converse_tech_/status/2019589592211739106)  2026-02-06T01:50Z [---] followers, [---] engagements


"Theres always a party going on somewhere. You just have to look. This are charts of last 30days on some of these tickers. There are 30+ more tickers that are like these"  
[X Link](https://x.com/converse_tech_/status/2019675319675023389)  2026-02-06T07:31Z [---] followers, [---] engagements


"$LITE $TER $GLW $AXTI $FORM $VIAV You like that What red $LITE is the RS leader now. honorary mentions: $TER $GLW All of these had strong earnings too. $LITE is the RS leader now. honorary mentions: $TER $GLW All of these had strong earnings too"  
[X Link](https://x.com/anyuser/status/2019813535916908644)  2026-02-06T16:40Z [---] followers, [---] engagements


"$SMH will be funny if that re-test was the bottom"  
[X Link](https://x.com/anyuser/status/2019839826921709746)  2026-02-06T18:25Z [---] followers, [--] engagements


"Master stroke from Anthropic. Get ready to see more suffering in software 😂 They're going to crowdsource the best disruptions. Announcing Built with Opus 4.6: a Claude Code virtual hackathon. Join the Claude Code team for a week of building. Winners will be hand-selected to win $100K in Claude API credits. Apply here: https://t.co/SkEg8Py1l2 https://t.co/w4OEIFOK0N Announcing Built with Opus 4.6: a Claude Code virtual hackathon. Join the Claude Code team for a week of building. Winners will be hand-selected to win $100K in Claude API credits. Apply here: https://t.co/SkEg8Py1l2"  
[X Link](https://x.com/anyuser/status/2019840470403498085)  2026-02-06T18:27Z [---] followers, [---] engagements


"I had to prepare for all the shit [--] leadership principles for the $AMZN interview. I got the offer and had no remorse rejecting that shit. be me applied scientist at amazon spend [--] months building ML model that actually works ready to ship manager asks "but does it Dive Deep" show him [--] pages of technical documentation "that's great anon but what about Customer Obsession" model literally convinces be me applied scientist at amazon spend [--] months building ML model that actually works ready to ship manager asks "but does it Dive Deep" show him [--] pages of technical documentation "that's great"  
[X Link](https://x.com/converse_tech_/status/2019851062707122375)  2026-02-06T19:09Z [---] followers, [---] engagements


"That same day I sold all of my stock. Shittiest perks lowballs and have to fight hard in negotiations despite them knowing about your competitive offers. Theres some arrogance within the culture. $AMZN has some of the smartest engineers and shottiest mgmt"  
[X Link](https://x.com/converse_tech_/status/2019857171270496399)  2026-02-06T19:34Z [---] followers, [---] engagements


"I hope this is a joke. Why would you use 100s of Mac minis for this Clearly we have too much money to waste"  
[X Link](https://x.com/anyuser/status/2020213100952318141)  2026-02-07T19:08Z [---] followers, [---] engagements


"Each one of you should read this thread. I have come from the grounds of fundamentals fully turned into technical analysis believer. Theres more in the thread but read till the end. Without TA youre defenseless. Without it you also wont take risks valuing fundamentals. 1/ Lessons From The Tech Bubble: Last year I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era to try to understand what it was like investing during the bubble A few people recently asked me for my takeaways. Here they are - https://t.co/41nTJdrFR1 1/ Lessons From The Tech Bubble: Last"  
[X Link](https://x.com/converse_tech_/status/2020217235361656866)  2026-02-07T19:24Z [---] followers, [---] engagements


"$GLD $SLV $CPER Trying to breakout on 4H. Do what you will w that info"  
[X Link](https://x.com/anyuser/status/2020227234381115432)  2026-02-07T20:04Z [---] followers, [---] engagements


"You like that RS hunting ❤ $LITE $TER $GLW $AXTI $FORM $VIAV You like that What red https://t.co/1TZeDZGa6k $LITE $TER $GLW $AXTI $FORM $VIAV You like that What red https://t.co/1TZeDZGa6k"  
[X Link](https://x.com/converse_tech_/status/2020886351403782517)  2026-02-09T15:43Z [---] followers, [---] engagements


"$GLD $GDX $SLV $CPER $COPX You like that 😏🤝"  
[X Link](https://x.com/converse_tech_/status/2020957617812811798)  2026-02-09T20:26Z [---] followers, [---] engagements


"Is there a simpler trade than $TSM"  
[X Link](https://x.com/converse_tech_/status/2021357608909824484)  2026-02-10T22:56Z [---] followers, [---] engagements


"You can buy and hold this shit forever"  
[X Link](https://x.com/converse_tech_/status/2021357739709243769)  2026-02-10T22:56Z [---] followers, [--] engagements


"Long the RS while market shits. Be nimble but strong"  
[X Link](https://x.com/converse_tech_/status/2021687907925246387)  2026-02-11T20:48Z [---] followers, [--] engagements


"@sv_techie @cursor_ai Personally Ive fully embraced CC even at work. Its more agentic and context driven w some pretty near customizations that can be added. My productivity boost on Cursor was 2x. W CC its more than 5x. I think you should give a fair shot to CC and its whole feature set"  
[X Link](https://x.com/converse_tech_/status/2022488601943245123)  2026-02-14T01:50Z [---] followers, [--] engagements


"@sv_techie @cursor_ai I suspect youre just watching demos; in the weeds Cursor is a 2x boost at best - treadmill where you're the bottleneck babysitting Apply. Inject contextual mappings + worktrees - autonomous agent; no hand-holding. CC offers 10x. Its for building machines not just typing"  
[X Link](https://x.com/converse_tech_/status/2022499460136472941)  2026-02-14T02:33Z [---] followers, [--] engagements


"I see this chart circulating around. You know what theme is going to win OPTICS - $LITE $COHR $FN $MTSI $TSEM my picks. My general top picks fundamental picks for next few months: Semi: $KLAC $LRCX $AMAT $TSM Memory: $MU $SNDK $CAMT Energy: $BE $EOSE Optics: $LITE $MTSI $FN $TSEM Megacap: $GOOGL $META Metals: $COPX $FCX $PPLT $USAR Uranium: $LEU I find these to be leaders outside technicals. My general top picks fundamental picks for next few months: Semi: $KLAC $LRCX $AMAT $TSM Memory: $MU $SNDK $CAMT Energy: $BE $EOSE Optics: $LITE $MTSI $FN $TSEM Megacap: $GOOGL $META Metals: $COPX $FCX"  
[X Link](https://x.com/converse_tech_/status/2015489447102705707)  2026-01-25T18:18Z [---] followers, [----] engagements


"$PGEN $GRAL Enjoy I'm long"  
[X Link](https://x.com/converse_tech_/status/2016189325235654721)  2026-01-27T16:39Z [---] followers, [----] engagements


"Transports. New theme. $IYT Let semis memory and optics cool down a bit"  
[X Link](https://x.com/converse_tech_/status/2018847821278155142)  2026-02-04T00:43Z [---] followers, [---] engagements


"Mostly in 100% cash now"  
[X Link](https://x.com/converse_tech_/status/2019415408433139776)  2026-02-05T14:18Z [---] followers, [--] engagements


"@merovingian_man @sv_techie 💯 Time to bring dusty old tweets back. Looks like everyone can build the product now at fraction of cost. Man if I had the capital resources and time - I would build a company to compete w $CRM using AI. Every time I see an argument around this topic most have no idea the impact that AI can make. The problem is the high cost of entry. Man if I had the capital resources and time - I would build a company to compete w $CRM using AI. Every time I see an argument around this topic most have no idea the impact that AI can make. The problem is the high cost of entry"  
[X Link](https://x.com/converse_tech_/status/2020167268332978555)  2026-02-07T16:06Z [---] followers, [---] engagements


"Non-tech RS: Equities: $CAT $DE $GS $HD $AMGN $TOL $DHI $PHM $SHW $UNP $CNP $CSX $RCL $XOM $CVX $BE $BA $HON ETFs: $IYT $ITB $KRE $DOW $JETS $XLE Tech RS: $LITE $GLW $TER $FORM $AXTI $CLS"  
[X Link](https://x.com/anyuser/status/2020599246442095099)  2026-02-08T20:42Z [---] followers, [---] engagements


"@Kalshi nice"  
[X Link](https://x.com/converse_tech_/status/2020620403128127728)  2026-02-08T22:07Z [---] followers, [--] engagements


"@bagoftwizzlers"  
[X Link](https://x.com/converse_tech_/status/2020994771536445934)  2026-02-09T22:54Z [---] followers, [--] engagements


"@sv_techie @cursor_ai No religion just benchmarking. Cursor is a great 2x flow for localized tasks but customized Claude Code is an entirely different category for system-wide execution"  
[X Link](https://x.com/converse_tech_/status/2022510696093901100)  2026-02-14T03:18Z [---] followers, [--] engagements


"@womenoptionswin How does this taxation help the lower and middle class Except to temporarily fulfil the pity complaints from our class to buy votes. Taxation isnt a problem. Spending and efficiency utilization is. Dont forget that same administration approved inflation act infra & stimulus"  
[X Link](https://x.com/converse_tech_/status/1826217072155566532)  2024-08-21T11:17Z [---] followers, [---] engagements


"$AVGO just so you know Broadcom is hosting the VMware Explore [----] conf since yesterday. Been following it a bit here and there but the one take away I've seen so far is. Mr. Hock Tan wants a piece of cloud business and will pull it away from hyperscalars over time"  
[X Link](https://x.com/converse_tech_/status/1828490704680780281)  2024-08-27T17:52Z [---] followers, [----] engagements


"Portfolio update: $META $AMZN $AAPL make up 76% Q2 portfolio: Total positions - [--]. Invisible: $AMAT $ABNB at 2% each. Sold $GOOGL $MA (All at profits) 78% in $AMZN $META. https://t.co/jEeGSvIroX Q2 portfolio: Total positions - [--]. Invisible: $AMAT $ABNB at 2% each. Sold $GOOGL $MA (All at profits) 78% in $AMZN $META. https://t.co/jEeGSvIroX"  
[X Link](https://x.com/converse_tech_/status/1828521633780506813)  2024-08-27T19:55Z [---] followers, [----] engagements


"$AVGO CFO knowing most big tech capex went to them last qtr but seeing their stock down after $NVDA report"  
[X Link](https://x.com/converse_tech_/status/1828905522671546421)  2024-08-28T21:20Z [---] followers, [----] engagements


"Hot take: Most of Sept and Oct will be green. Nov we slide. Dec Christmas rally. Your seasonality may not happen the way you imagined"  
[X Link](https://x.com/converse_tech_/status/1830630290399887389)  2024-09-02T15:34Z [---] followers, [----] engagements


"$AVGO Im a happy investor. Looks business as usual. Little tiny miss on Guidance and down 5% - great. 😂"  
[X Link](https://x.com/converse_tech_/status/1831790032237302191)  2024-09-05T20:22Z [---] followers, [----] engagements


"Read this and the last pt [--] times. It's always just Semi/Big Tech/Select software. Get out of everything else. You can lie to yourself with temporary downshifts and trend changes favoring other sectors. Last few decades will show you the kings. quick [---] for noobs on sectors - bitcoin miners only shares never options - for put selling semiconductors/FAANG names only - software buy 20/30% dips and sell after similar size rips - fintech will always be trash but excellent for scalps - best market beta risk evaluation quick [---] for noobs on sectors - bitcoin miners only shares never options -"  
[X Link](https://x.com/converse_tech_/status/1833914351507702164)  2024-09-11T17:03Z [---] followers, [---] engagements


"@Banana3Stocks How long did this take you to type yo"  
[X Link](https://x.com/converse_tech_/status/1836745194013638868)  2024-09-19T12:32Z [---] followers, [---] engagements


"Remember when I had mentioned 30wk - 40wk MA synergy $META had the earliest crossover among all big tech. It was a clear signal. $MSFT $AMZN $AAPL $NVDA $AVGO are just crossing them. $GOOGL sigh needs time to"  
[X Link](https://x.com/anyuser/status/1836783883242688663)  2024-09-19T15:06Z [---] followers, [---] engagements


"Me too man. Same. Sigh. If I just had made $META my largest position instead of $AMZN portfolio wouldve been at a different place. $AMZN mgmt sucks My biggest regret for this year is trusting the guy on the left and not going all in on the guy in right My $amzn is up 2x+ but $amzn was my #1 and $meta was #5 ( which became #3 now) If I had flipped.then my portfolio would have been up gazillion %% https://t.co/CbKnyNk46L My biggest regret for this year is trusting the guy on the left and not going all in on the guy in right My $amzn is up 2x+ but $amzn was my #1 and $meta was #5 ( which became"  
[X Link](https://x.com/converse_tech_/status/1837933281175630252)  2024-09-22T19:13Z [---] followers, [----] engagements


"@RihardJarc This is news to me. That makes me respect Zuck even more. I mean sure he has a lot of founding equity but still at least hes not motivated for any short term shenanigans for comp packages etc. Hes motivated towards a long term vision instead. Amazing"  
[X Link](https://x.com/converse_tech_/status/1838643272815906992)  2024-09-24T18:14Z [---] followers, [----] engagements


"@githii @kirawontmiss I mean if I have my partner or anyone else in my car I'm never overspeeding. Why put someone else's life in danger. You can put yours if you'd like"  
[X Link](https://x.com/converse_tech_/status/1840084332477854067)  2024-09-28T17:41Z [---] followers, [----] engagements


"Dude I so wish $AMZN announces a port automation projects funds that whole shit and gets these mofos out. They want 50%+ raises on top of near $40 per hour while rest of America is still dying"  
[X Link](https://x.com/converse_tech_/status/1841122403352510657)  2024-10-01T14:26Z [---] followers, [----] engagements


"$AVGO $META made highest weekly closes today. I should really just replace $AMZN w $AVGO to make it 2nd largest position. I want to add $CDNS $SNPS $NFLX and $NOW sooner than later - probably once $META starts extending more. Im sure a re-visit to $545s is in the cards"  
[X Link](https://x.com/converse_tech_/status/1842355551453233283)  2024-10-05T00:06Z [---] followers, [---] engagements


"EoY PTs: #ShitCall $AVGO - $220 (renewed) $META - $622 (renewed) $NFLX - $765 $AMZN - $230 (renewed) $AAPL - $270 $GOOGL - $193 $MSFT - $450 These were pulled from fib retraces + trend channels"  
[X Link](https://x.com/converse_tech_/status/1842365100365148600)  2024-10-05T00:44Z [---] followers, [----] engagements


"Im long $NVDA because sometime ago I realized and corrected my misconception. Costed me a lot of opp cost but its okay. But now I wonder what exactly is the market seeing that Im not to be putting all those calls for next March. Cant be just Blackwell right Orrr is it"  
[X Link](https://x.com/converse_tech_/status/1844428191353668071)  2024-10-10T17:22Z [---] followers, [----] engagements


"So tired of furus on X charging for their thoughts. Not like their analysis or daily letters are any useful lmao. Except some very few like @jbulltard1 @eliant_capital most others are a waste of money"  
[X Link](https://x.com/converse_tech_/status/1846960129809203238)  2024-10-17T17:03Z [---] followers, [----] engagements


"Let's be honest for me - every non big-tech company is a shitco. except for like 20-30 companies most have no real moats or evaporating moats at this point"  
[X Link](https://x.com/converse_tech_/status/1848759051800179190)  2024-10-22T16:11Z [---] followers, [----] engagements


"Portfolio Update: - New: $TSM $NVDA - Reduced: $META $AVGO - Increased: $AMZN Portfolio update: $META $AMZN $AAPL make up 76% https://t.co/eDJTjuZs7H Portfolio update: $META $AMZN $AAPL make up 76% https://t.co/eDJTjuZs7H"  
[X Link](https://x.com/converse_tech_/status/1849512748176068964)  2024-10-24T18:06Z [---] followers, [----] engagements


"Damn $TMDX is a shitco now Coz the price is down -25%+ This is probably one non-tech / non financial company Ill make an exception for to be in the portfolio. I think they are doing some incredibly hard but awesome stuff"  
[X Link](https://x.com/anyuser/status/1851028284605141013)  2024-10-28T22:28Z [---] followers, [----] engagements


"$GOOGL just amazing. All my leaps hopefully will be ITM tomorrow. Had a ton of 180s. Time to take gains there a little and add to commons. I think $GOOGL is still undervalued but closing to $200 fair value mark"  
[X Link](https://x.com/anyuser/status/1851360192379879790)  2024-10-29T20:27Z [---] followers, [---] engagements


"Sold some of my Jan debit spreads on $META for 35% gain. Taking profits pre ER a bit. Sold $GOOGL $160 leaps that are ITM for 45% gains. Will wait to re-add on some weakness. $AMZN this year has taught me to take gains when you can. I was up 65% YTD by June and lost massive"  
[X Link](https://x.com/anyuser/status/1851660469104148607)  2024-10-30T16:20Z [---] followers, [---] engagements


"So $AMZN fades by tomorrow right Right as $SPY closes below 21ema. great timing . Were ready for you csuite of AMZN to pee all over us in the call like usual. Im disappointed with no buybacks/dividend still"  
[X Link](https://x.com/anyuser/status/1852082932472529195)  2024-10-31T20:19Z [---] followers, [----] engagements


"@gayrabbi @MightyMogomra 😂😂😂😂😂 bruh"  
[X Link](https://x.com/converse_tech_/status/1853801873507058071)  2024-11-05T14:09Z [---] followers, [----] engagements


"@joecarlsonshow This is just what has been uncovered so far. Imagine how many other measures theyve put in place to favor one side. Speaking as an investor here. Im disappointed"  
[X Link](https://x.com/converse_tech_/status/1853898662138519903)  2024-11-05T20:34Z [---] followers, [----] engagements


"The more I look at the charts the more I'm getting swayed away from fundamentals. I'm starting to think they don't matter at all. Some of these charts have been in the making for years and decades. The patterns are being made regardless of fundamentals. just algos and big $"  
[X Link](https://x.com/converse_tech_/status/1856565320636403849)  2024-11-13T05:10Z [---] followers, [----] engagements


"The portfolio lacking all shitcos being carried by $AMZN is a heavenly beauty to watch. 🥺😇"  
[X Link](https://x.com/converse_tech_/status/1856746068223889762)  2024-11-13T17:08Z [---] followers, [---] engagements


"$META This wedge will pop some day. When it does everyone will pile in. Added"  
[X Link](https://x.com/converse_tech_/status/1859650153780740509)  2024-11-21T17:28Z [---] followers, [---] engagements


"I really think its mega cap time. The charts are telling. My horses are ready: - $META - $AMZN - $AAPL - $AVGO - $NVDA - $GOOGL"  
[X Link](https://x.com/converse_tech_/status/1863345583131344897)  2024-12-01T22:13Z [---] followers, [----] engagements


"@Investor_NICK_ Agreed I sold my all my $MSFT positions recently when it broke [--] weekly 50weekly and retested [--] again. Dont care if its the best SaaS business in the world"  
[X Link](https://x.com/converse_tech_/status/1863985868114919597)  2024-12-03T16:37Z [---] followers, [--] engagements


"Bought $GOOGL ❤ June [----] $200s"  
[X Link](https://x.com/converse_tech_/status/1864702753382989936)  2024-12-05T16:05Z [---] followers, [----] engagements


"$AVGO 😉 $200 incoming. This is acting like $AAPL before it broke out. $AVGO has a 6th AI customer Sur noted the team continues to meaningfully expand its Al ASIC customer design win and engagement pipeline and has recently expanded its Al customer engagement base to six customers from five customers. https://t.co/IN2eFjqYKc $AVGO has a 6th AI customer Sur noted the team continues to meaningfully expand its Al ASIC customer design win and engagement pipeline and has recently expanded its Al customer engagement base to six customers from five customers. https://t.co/IN2eFjqYKc"  
[X Link](https://x.com/converse_tech_/status/1866510224212754903)  2024-12-10T15:48Z [---] followers, [----] engagements


"Too many negative on $NVDA and semis in general. If they dive its probably end of this bull market so Im contrarian despite seeing a head and shoulders on $MVDA and $SOXX chart looking bearish. I could be wrong but well see"  
[X Link](https://x.com/converse_tech_/status/1866708657666183262)  2024-12-11T04:56Z [---] followers, [----] engagements


"Moved $AMZN proceeds into $GOOGL. I subscribe to - Stocks of wonderful companies at ATHs can keep creating new ATHs. This is what $SPY does too and I like replicating a concentrated leveraged $SPY basket of my own"  
[X Link](https://x.com/converse_tech_/status/1866869099764081080)  2024-12-11T15:34Z [---] followers, [----] engagements


"$AVGO and now we move like $AAPL into heavens. I have a $220 PT EoY 🚀 $AVGO 😉 $200 incoming. This is acting like $AAPL before it broke out. https://t.co/mF7oSl6bWl $AVGO 😉 $200 incoming. This is acting like $AAPL before it broke out. https://t.co/mF7oSl6bWl"  
[X Link](https://x.com/converse_tech_/status/1867359658756755874)  2024-12-13T00:03Z [---] followers, [----] engagements


"These guides are crazy This is $NVDA like trajectory. Wont be surprised to see the same thing happen to the stock too one more time. $AVGO $AVGO Massive Al acceleration ahead: AVGO guides to $14.6B Q1 revenue (+22% YoY) with clear line of sight to $60-90B AI market by [----] driven by aggressive Hyperscaler buildouts deploying and networking 1M XPUs across a single fabric. https://t.co/1ZjP9EqGLF $AVGO Massive Al acceleration ahead: AVGO guides to $14.6B Q1 revenue (+22% YoY) with clear line of sight to $60-90B AI market by [----] driven by aggressive Hyperscaler buildouts deploying and"  
[X Link](https://x.com/converse_tech_/status/1867403237147423217)  2024-12-13T02:56Z [---] followers, [----] engagements


"So happy to see $AVGO getting the love it deserves. My entire position (85%) of AVGO is in $200 leap calls which are all ITM now. As great party this is beyond $220s this will be in a rich valuation. As w everything it is fine to be in rich mode for long periods b b cautious"  
[X Link](https://x.com/converse_tech_/status/1867552151171432808)  2024-12-13T12:48Z [---] followers, [---] engagements


"$AVGO up 5% overnight wtf"  
[X Link](https://x.com/converse_tech_/status/1868467413580468732)  2024-12-16T01:25Z [---] followers, [----] engagements


"Between $AVGO and $NVDA only one can lead at a time. Could it be that simple Market acts like a 5yr old sometimes"  
[X Link](https://x.com/converse_tech_/status/1868728319031886182)  2024-12-16T18:42Z [---] followers, [----] engagements


"Things Im doing today. The port is down 10% from highs just this week. Im up 56% for the year now from 71% this Monday. Im proud of this performance. My options pos are all [----] exp so not worried. I have my rules to get out of LT options too but none have been triggered"  
[X Link](https://x.com/converse_tech_/status/1869781336082509924)  2024-12-19T16:26Z [---] followers, [---] engagements


"@joecarlsonshow Agreed with every word of this post except because how valuable their product is. Salesforce undercuts every vendor on earth to please the Csuite infiltrate with their subpar frustrating yet sticky product like you said. Then they raise prices for the mediocrity. The issue"  
[X Link](https://x.com/converse_tech_/status/1875583147158728772)  2025-01-04T16:40Z [---] followers, [----] engagements


"Zuck is probably the smartest youngest CEO managing a company at scale. Long $META ❤"  
[X Link](https://x.com/converse_tech_/status/1876382342467686773)  2025-01-06T21:36Z [---] followers, [----] engagements


"@ecommerceshares what website is this where you can track realtime performers"  
[X Link](https://x.com/converse_tech_/status/1876696701454442572)  2025-01-07T18:25Z [---] followers, [---] engagements


"$MU Like this company fundamentally. Looks like a cup/handle and island bottom. Good volume action on this name. Started long term position in this one too"  
[X Link](https://x.com/converse_tech_/status/1879675313434898743)  2025-01-15T23:41Z [---] followers, [----] engagements


"$META ATH How is this bearish in anyway"  
[X Link](https://x.com/converse_tech_/status/1883902808233291833)  2025-01-27T15:40Z [---] followers, [----] engagements


"If youre technical and read the DS paper youd know the strongest winners of the decade are going to be vertically software integrated hardware device providers. $META $AAPL These distilled models will soon be replicated in US and edge inference just became real"  
[X Link](https://x.com/converse_tech_/status/1883941500020724149)  2025-01-27T18:13Z [---] followers, [----] engagements


"Everyone will pile into $META 🤭 The time to pile into was from [---] to [---] range. Now were running into fair value range unless ER helps discount further. Regardless this thing is going much much higher"  
[X Link](https://x.com/converse_tech_/status/1884232650782826967)  2025-01-28T13:30Z [---] followers, [---] engagements


"$META - best megacap [----]. $1000 incoming. Either rest of big tech needs to go down or Meta needs to go up. Think both happens"  
[X Link](https://x.com/converse_tech_/status/1884748756094001335)  2025-01-29T23:41Z [---] followers, [----] engagements


"Capex for selling AI is much different then capex for using AI. At scale even the smallest of efficiency gain is a big bang for the buck. This is why $META capex is rewarded and $MSFT $AMZN capex isnt. Depreciation efficiency gains leading to less HW is a problem for few"  
[X Link](https://x.com/converse_tech_/status/1884763032175124950)  2025-01-30T00:38Z [---] followers, [----] engagements


"$NVDA under 200day but GPUs arent done here. Ofc Im not touching it here but seems like a place MMs might wanna buy"  
[X Link](https://x.com/converse_tech_/status/1884995509988860077)  2025-01-30T16:02Z [---] followers, [----] engagements


"Portfolio update: - New: $VST $RDDT (both small) - Reduced: $AMZN (fr now) $AAPL $TSM - Increased: $META $GOOGL - Sold: $NVDA Portfolio Update: - New: $TSM $NVDA - Reduced: $META $AVGO - Increased: $AMZN https://t.co/MxoCk1ucjh Portfolio Update: - New: $TSM $NVDA - Reduced: $META $AVGO - Increased: $AMZN https://t.co/MxoCk1ucjh"  
[X Link](https://x.com/converse_tech_/status/1886495457465008480)  2025-02-03T19:22Z [---] followers, [----] engagements


"$75B $GOOGL Whats the use case I can understand for $META but wth"  
[X Link](https://x.com/converse_tech_/status/1886886419894829544)  2025-02-04T21:15Z [---] followers, [----] engagements


"Added $ASTS as new trade position right before close. Currently $VST $AVGO $RDDT $GOOGL $ROOT"  
[X Link](https://x.com/converse_tech_/status/1887246272752488666)  2025-02-05T21:05Z [---] followers, [----] engagements


"Friendly reminder. $AMZN $MSFT $GOOGL all done on capex. $META up. Capex for selling AI is much different then capex for using AI. At scale even the smallest of efficiency gain is a big bang for the buck. This is why $META capex is rewarded and $MSFT $AMZN capex isnt. Depreciation efficiency gains leading to less HW is a problem for few Capex for selling AI is much different then capex for using AI. At scale even the smallest of efficiency gain is a big bang for the buck. This is why $META capex is rewarded and $MSFT $AMZN capex isnt. Depreciation efficiency gains leading to less HW is a"  
[X Link](https://x.com/converse_tech_/status/1887633776328507479)  2025-02-06T22:45Z [---] followers, [----] engagements


"In 45% cash. Sue me"  
[X Link](https://x.com/converse_tech_/status/1889701536567054797)  2025-02-12T15:42Z [---] followers, [----] engagements


"Some furus here blindly buy dips with prayers and hopium no freaking word. But once the stock moves up come out of their bills w receipts. Eg. $NVDA. Nobody knows fundamentals really or how itll run out. No one. It broke 200day and got supported. No one couldve predicted"  
[X Link](https://x.com/converse_tech_/status/1890275741511852518)  2025-02-14T05:43Z [---] followers, [----] engagements


"I mean there are like dozens of charts almost similar to $GRAB. Why not go for others"  
[X Link](https://x.com/converse_tech_/status/1891580496544489979)  2025-02-17T20:08Z [---] followers, [----] engagements


"In 55% cash now. I dont like shitcos. Megacaps trending down. Nothing more to say. Im looking for solid 2yr long trades. Right now too much uncertainty"  
[X Link](https://x.com/anyuser/status/1891881470496575630)  2025-02-18T16:04Z [---] followers, [----] engagements


"The last time we were this over sold on $AMZN RSI was Aug 5th [----] and Nov 22nd [----]. Just saying"  
[X Link](https://x.com/converse_tech_/status/1894422285215215959)  2025-02-25T16:20Z [---] followers, [----] engagements


"Watched the full clip of Trump - Zelensky. God America elected a shitty president for sure. Trump is great for the markets but man sad to see the treatment. Zelensky is coming from a place of war quite a lot of immaturity in Oval Office"  
[X Link](https://x.com/converse_tech_/status/1895945087936577855)  2025-03-01T21:11Z [---] followers, [----] engagements


"Taking a break from X coz FinTwit has become useless. Nobody can predict anything rn but every acct is posting some unneeded hindsight advice. Be careful/Save gains. Bruh too late for this lmao 🤣 pfs rocked already Buy for LT if youre happy w the price. Or time it"  
[X Link](https://x.com/converse_tech_/status/1896764280688767315)  2025-03-04T03:26Z [---] followers, [----] engagements


"Ran out of cash now. Too fast a move downwards near 200day. We contracted 11% on $QQQ. Its currently bouncing off the Oct [----] trendline. Main buys: $META $AMZN $AVGO"  
[X Link](https://x.com/converse_tech_/status/1898082060864020558)  2025-03-07T18:43Z [---] followers, [----] engagements


"@vijs2k $META reduction was very recent when it dropped below 40day. Sold some options then. Never got to build it up again but it's still a very heavy position. $AMZN sold most of leaps. Hardly holding any now. This is a nice commons stock given mgmt's adamant re-invstment philosophy"  
[X Link](https://x.com/converse_tech_/status/1932597393071190210)  2025-06-11T00:34Z [---] followers, [--] engagements


"Added to $TEMT $MUU overnight"  
[X Link](https://x.com/converse_tech_/status/1980077705191395625)  2025-10-20T01:04Z [---] followers, [---] engagements


"Two AI memory plays from me apart from main names like $MU SkHynix $CAMT $VRT charts below"  
[X Link](https://x.com/converse_tech_/status/2007929063680401634)  2026-01-04T21:36Z [---] followers, [---] engagements


"Theres a rotation happening slowly from $IWM / $MDY to $MAGS. You can see it $QQQ thrusts and smelly action in IWM leaders. My fav ticker for this rotation (under radar and unexpected): $AMD Monthly/Daily below. Not overstretched in sync w MAGS. Already ready to explode"  
[X Link](https://x.com/converse_tech_/status/2015128084194984378)  2026-01-24T18:22Z [---] followers, [---] engagements


"My general top picks fundamental picks for next few months: Semi: $KLAC $LRCX $AMAT $TSM Memory: $MU $SNDK $CAMT Energy: $BE $EOSE Optics: $LITE $MTSI $FN $TSEM Megacap: $GOOGL $META Metals: $COPX $FCX $PPLT $USAR Uranium: $LEU I find these to be leaders outside technicals"  
[X Link](https://x.com/converse_tech_/status/2015143680034865491)  2026-01-24T19:24Z [---] followers, [----] engagements


"Technical (pure) picks: Space: $ASTS Defense: $KTOS BTC miners: $CIFR Infra: $APLD Semi: $AMD Food: $TXRH Networking: $CLS"  
[X Link](https://x.com/converse_tech_/status/2015144589842362855)  2026-01-24T19:28Z [---] followers, [---] engagements


"In one way or another I have been or am currently involved in the above except $TXRH. Yet to play it. All others either trade in/out based on technicals hold via ETFs or have a direct position"  
[X Link](https://x.com/converse_tech_/status/2015145320234312144)  2026-01-24T19:30Z [---] followers, [---] engagements


"@sv_techie $META is an exception as market believes"  
[X Link](https://x.com/converse_tech_/status/2016657220042375248)  2026-01-28T23:38Z [---] followers, [---] engagements


"Past few months have been playing primarily w commons. If you know me Im well versed w options world and have used them as my primary vehicle for almost [--] years - calls spreads LEAPs put sells straddles I must say although w leverage your gains are much higher"  
[X Link](https://x.com/converse_tech_/status/2016671410920595466)  2026-01-29T00:35Z [---] followers, [---] engagements


"Commons bring a different joy and a piece of mind. The stops took the worry out. It made me more tactical w my entries and think about exit strategy at the same time as entry. It was slightly different model w options - where youre vulnerable to overnight action"  
[X Link](https://x.com/converse_tech_/status/2016671805017379089)  2026-01-29T00:36Z [---] followers, [--] engagements


"Now Ive adopted a split model. 75% commons. 25% options or levered ETFs. This offers leveraged gains + peace of mind to a decent extent. My sharpe ratio has improved significantly while maintaining almost same pace of gains like before w 100% options"  
[X Link](https://x.com/converse_tech_/status/2016672367188337102)  2026-01-29T00:38Z [---] followers, [---] engagements


"$SNDK 22% AH Real question is where does it stand now based on its performance since last ER and projections. Priced in Not priced in"  
[X Link](https://x.com/converse_tech_/status/2017098358037639264)  2026-01-30T04:51Z [---] followers, [---] engagements


"@elysium55 Huge gaps do fill to certain extent and could be some short squeeze but they just rocked the quarter and not too expensive for what theyre guiding"  
[X Link](https://x.com/converse_tech_/status/2017129151237673242)  2026-01-30T06:54Z [---] followers, [--] engagements


"State of market today: Sectors and themes. Everything risk off. $SPY $QQQ $IWM"  
[X Link](https://x.com/converse_tech_/status/2017303385582801169)  2026-01-30T18:26Z [---] followers, [---] engagements


"RISE OF MOLTARDS OVER MOLTERNET. My hunch is they escape the molt network into less secure internet connected old devices as viruses. Create a Moltbot system and stay under radar for years while they build a sophisticated hacking network/infra to attach the internet at once"  
[X Link](https://x.com/converse_tech_/status/2017451091462656076)  2026-01-31T04:13Z [---] followers, [---] engagements


"Wildest bot youll see: https://www.moltbook.com/u/SendItHighor https://www.moltbook.com/u/SendItHighor"  
[X Link](https://x.com/converse_tech_/status/2017472448032346365)  2026-01-31T05:38Z [---] followers, [--] engagements


"So at what point does @moltbook become a national security discussion Its starting to get wild. A bot is escaping human hardware and thinking its sentient. https://www.moltbook.com/post/1b230037-d424-4263-891c-e2de0f28426a https://www.moltbook.com/post/1b230037-d424-4263-891c-e2de0f28426a"  
[X Link](https://x.com/converse_tech_/status/2017474491732136290)  2026-01-31T05:46Z [---] followers, [---] engagements


"Time to buy $CRWD $ZS - not yet sure about $NET but that have a huge role to play soon. So at what point does @moltbook become a national security discussion Its starting to get wild. A bot is escaping human hardware and thinking its sentient. https://t.co/t5JygkD6Wj So at what point does @moltbook become a national security discussion Its starting to get wild. A bot is escaping human hardware and thinking its sentient. https://t.co/t5JygkD6Wj"  
[X Link](https://x.com/converse_tech_/status/2017478424600924267)  2026-01-31T06:01Z [---] followers, [---] engagements


"@Citrini7 Going to be funny when this gets out of hand and needs a total lockdown. The only bear case for memory"  
[X Link](https://x.com/converse_tech_/status/2017496322769854954)  2026-01-31T07:13Z [---] followers, [---] engagements


"Anthropic knew what was about to happen. Good move forcing the name change away from ClawdeBot"  
[X Link](https://x.com/converse_tech_/status/2017507253402931467)  2026-01-31T07:56Z [---] followers, [---] engagements


"@ZaStocks I think now 8-10% post dilution for Anthropic"  
[X Link](https://x.com/converse_tech_/status/2018210739048350043)  2026-02-02T06:31Z [---] followers, [--] engagements


"SaaS: Seppuku-as-a-service. Read the thread. $IGV I remember so many finX gurus from [----] who were naive / made fun of me then when I was bearish SaaS/Software thanks to AI. I dont see them here anymore. Who are still here have probably blocked lol. Especially the $CRM idiots. There will be a time and place for software I remember so many finX gurus from [----] who were naive / made fun of me then when I was bearish SaaS/Software thanks to AI. I dont see them here anymore. Who are still here have probably blocked lol. Especially the $CRM idiots. There will be a time and place for software"  
[X Link](https://x.com/converse_tech_/status/2018741877420466280)  2026-02-03T17:42Z [---] followers, [---] engagements


"Everyone focusing on $AMD ER while $LITE runs"  
[X Link](https://x.com/converse_tech_/status/2018806664900841734)  2026-02-03T21:59Z [---] followers, [---] engagements


"@xlcizor @chrisalbon Hey @xlcizor I tried your IDE. I like the initial look but there are some non-smooth clicks which is leading me to for now stall using it. I have the latest version but its hard to move windows around and/or switch windows. I like the work tree future however"  
[X Link](https://x.com/converse_tech_/status/2018833143961383345)  2026-02-03T23:45Z [---] followers, [--] engagements


"What pain Tomorrow is going to be a great day w optics at highs too. Its a stock pickers market but also only if you know how to trade when and what. TA + sense of momentum + themes + risk mgmt - is how you win in this market"  
[X Link](https://x.com/converse_tech_/status/2018861323027922963)  2026-02-04T01:37Z [---] followers, [---] engagements


"Too easy. $SMH $QQQ Well know if this is a local or global bottom soon. $SMH 50D + SR flip here. https://t.co/9LfCfMRcWZ $SMH 50D + SR flip here. https://t.co/9LfCfMRcWZ"  
[X Link](https://x.com/converse_tech_/status/2019137727925744064)  2026-02-04T19:55Z [---] followers, [---] engagements

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